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Salesforce for Beginners

Salesforce for Beginners

By : Sharif Shaalan, Timothy Royer
4.7 (34)
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Salesforce for Beginners

Salesforce for Beginners

4.7 (34)
By: Sharif Shaalan, Timothy Royer

Overview of this book

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
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21
Assessment
22
Other Books You May Enjoy
23
Index

Working on forms with web-to-lead

Using web-to-lead is an easy way to generate HTML code that you can drop into your website to create a lead capture form. A lead capture form is generated outside of Salesforce but creates a lead directly in Salesforce when the form is saved. This can take the form of a Contact Us page on your website or any other form where you would want the information to be automatically added to Salesforce. Let's see how this is done:

  1. Click on the gear at the top of the page (see label 1 in the following screenshot) and choose Setup (see label 2 in the following screenshot):

Clicking on Setup in the preceding screenshot brings you to the administration section of Salesforce.

  1. Next, type web in the quick-find box (see label 1 in the following screenshot). This will bring up Web-to-Lead. Click on the link (see label 2 in the following screenshot), as in the following screenshot:

  2. Clicking on Web-to-Lead brings you to the Web-to-Lead settings page. On this...

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